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DBOAX vs VBINX
DBOAX vs VBINX Comparison
Open Charts DBOAX vs VBINX
BNY Mellon Balanced Opportunity A
Price$23.44
Change-$0.52 (-2.17%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$50.05
Change-$1.12 (-2.19%)
VolumeN/A
CapitalizationN/A
DBOAX vs VBINX Comparison Chart
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DBOAX vs. VBINX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DBOAX is a StrongBuy and VBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 59.3B vs. DBOAX (276M). VBINX pays higher dividends than DBOAX: VBINX (1.88) vs DBOAX (1.17). DBOAX was incepted earlier than VBINX: DBOAX (21 years) vs VBINX (32 years). DBOAX is a more actively managed with annual turnover of: 71.50 vs. VBINX (19.00). VBINX has a lower initial minimum investment than DBOAX: VBINX (0) vs DBOAX (1000). DBOAX annual gain was more profitable for investors over the last year : 17.04 vs. VBINX (14.18). VBINX return over 5 years is better than : 36.38 vs. DBOAX (11.39).
| DBOAX | VBINX | DBOAX / VBINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 32 years | - |
| Gain YTD | 15.937 | 15.824 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 59.3B | 0% |
| Annual Yield % from dividends | 1.17 | 1.88 | 62% |
| Returns for 1 year | 17.04 | 14.18 | 120% |
| Returns for 3 years | 5.25 | 7.63 | 69% |
| Returns for 5 years | 11.39 | 36.38 | 31% |
| Returns for 10 years | 15.99 | 89.11 | 18% |
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